Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Oleksiw is a financial professional with over 20 years of experience in the industry. Daniel has been associated with MMA Securities LLC since April 2024. Previously, Daniel worked for Advanced Advisor Group, LLC, NFP Securities, Inc., GWFS Equities, Inc., Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc.. Daniel holds the Series 6, Series 63, Series 6TO, and SIE licenses. Daniel specializes in providing financial advice to retirement plan participants.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Advisory services to retirement plan participants
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
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2
MN
04/22/2024 - Present
MMA Securities LLC (Minneapolis MN)
MN
06/09/2015 - 03/17/2016
ADVANCED ADVISOR GROUP, LLC (CAMBRIDGE MN)
MN
01/05/2012 - 08/30/2013
NFP SECURITIES, INC. (BLOOMINGTON MN)
MN
05/26/2003 - 07/06/2011
GWFS EQUITIES, INC. (MAPLE GROVE MN)
RI
06/24/1994 - 12/20/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/03/1993 - 06/22/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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